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PODCAST

NextWealth Insights

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

business management

All Episodes

00:52:36

Season 6, Episode 8: NextWealth Live 2025, Shape of...

NextWealth Insights ·

2025/09/24

Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight & Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).In this episode, Heather and Emma revisit the Shape of Future

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00:14:24

Season 6, Episode 7: NextWealth Live 2025, Wealth...

NextWealth Insights ·

2025/08/13

In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.

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00:13:58

Season 6, Episode 6: NextWealth Live 2025, Wealth...

NextWealth Insights ·

2025/07/29

Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More HumanFeaturing Helen Lovett, Chief Operating Officer, Foster DenovoIn this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of

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00:15:10

Season 6, Episode 5: NextWealth Live 2025, Wealth...

NextWealth Insights ·

2025/07/09

Episode 5: Insights from WealthTech Case Studies – Engaging Workplace SaversPresented by Andy Manson, Chief Marketing Officer at AegonIn this episode, Heather and Emma revisit Andy Manson’s presentation on engaging workplace savers, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around how to better connect with and support workplace savers.

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00:40:41

Season 6, Episode 4: NextWealth Live 2025, Debate

NextWealth Insights ·

2025/07/09

Episode 4: Insights from Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.In this episode, Heather an Emma share their reflections on the debate. They discuss standout moments and expert insights.Featured panelists:Anthony Carty, MD, Clifton Asset Management Plc Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Groups

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00:46:54

Season 6, Episode 3: NextWealth Live 2025, Next...

NextWealth Insights ·

2025/07/01

Episode 3: Insights from the Next Advice Panel at NextWealth Live 2025In this episode, Emma and Chanelle dive into the key takeaways and share their reflections on the "Next Advice" panel from NextWealth Live 2025, held in March. They discuss standout moments, expert insights, and what it all means for the future of financial advice.Featured panelists:Mark Butterworth, COO, Lathe & Co Wealth AdvisersAndrew Wealthall, COO, Lifetime Financial ManagementLucy Whitehead, CCO, Kingswood

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00:31:13

Season 6, Episode 2: NextWealth Live 2025, Connecting...

NextWealth Insights ·

2025/06/25

In this episode, Ruth Hancock, CEO of Octopus Money, shares insights about their customers—their needs, wants, and what she’s learned on the journey. Heather and Emma reflect on the key takeaways and their thoughts on the conversation.

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01:10:40

Season 6, Episode 1: NextWealth Live 2025, CEO Big...

NextWealth Insights ·

2025/06/17

NextWealth Insights is back for Season 6!In this new series, Heather and Emma look back at our annual flagship event — NextWealth Live 2025, held in March.We kick things off with the CEO Big Debate: Adapt, Innovate, Thrive, featuring insights from top industry leaders:Chirantan Barua, CEO, Scottish WidowsJon Cleborne, CEO EMEA, VanguardMichele-Louise Golunska, MD of Wealth and Advice, AvivaNick Wright, Global Head, SS&C Global Investor & Distribution Solutions

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00:38:58

Season 5, Episode 8: How intelliflo uses AI

NextWealth Insights ·

2025/02/12

In our Season 5 finale, we welcome Nick Eatock, CEO of intelliflo.Nick shares insights on how intelliflo leverages AI and his approach to integrating it within the business. Tune in for an insightful conversation on innovation and the future of AI in financial technology!Show notes:https://nextwealth.co.uk/events/ai-lab/

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00:28:14

Season 5, Episode 7: Inside Re:LoA

NextWealth Insights ·

2024/12/13

In Season 5, Episode 7, Heather and Alasdair are joined by Gary Abela, Co-Founder & CCO of Re:LoA. Gary introduces us to Re:LoA, sharing its purpose and impact, along with a companion video featuring an in-depth product demo.Show notes: https://www.nextwealth.co.uk/nextwealth-insights-episode-7-season-5-insidereloa/ https://www.amazon.co.uk/AI-Superpowers-China-Silicon-Valley/dp/132854639X https://www.canva.com/en_gb/

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00:31:47

Season 5, Episode 6: Inside AdvisoryAI

NextWealth Insights ·

2024/12/02

In Season 5, Episode 6, Heather and Alasdair sit down with Alan Gurung, CEO and Co-Founder of AdvisoryAI. Alan shares the story behind AdvisoryAI, its mission, and how it’s transforming the financial services industry. He also dives into practical applications of AI and provides a 10-minute product demo to showcase its capabilities. (Watch the demo via the link in the show notes!) Show notes: https://www.nextwealth.co.uk/nextwealth-insig…-season-5-ai-lab/

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00:34:29

Season 5, Episode 5: Notebook LM shares findings on...

NextWealth Insights ·

2024/11/22

Episode 5 takes a unique twist! This time, Heather and Alasdair let AI take the spotlight. Using Notebook LM, Google’s AI-powered research assistant, two AIs discuss our newly released Financial Advice Business Benchmarks Report. Based on a survey of over 300 financial advice professionals conducted this summer, the report offers valuable insights for the advice community. Tune in to hear what the robots have to say about the findings!

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00:29:43

Season 5, Episode 4: AI and its current use in wealth...

NextWealth Insights ·

2024/10/31

In Episode 4, Heather and Alasdair are joined by Adrian Hopgood, an emeritus professor of intelligence systems, to discuss AI applications. Hopgood explains the evolution of AI, emphasising the shift from specialist, declarative AI to generative AI. He highlights the importance of AI in healthcare and its application across various industries, while also addresses the environmental impact of AI carbon footprint.Links from this

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00:41:52

Season 5, Episode 3: Insights into how Salesforce is...

NextWealth Insights ·

2024/10/16

In Episode 3, Heather and Alasdair explore the cutting-edge world of AI with guest speaker Kapil Ram Bhatia from Salesforce. Discover how Salesforce is revolutionising tech for financial advice and wealth management firms, and get an insider’s perspective on the future of AI in the industry.

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00:45:08

Season 5, Episode 2: Practical advice for employees...

NextWealth Insights ·

2024/09/26

In Episode 2, Heather and Alasdair dive deep into the world of AI in wealth management with Jonathan Stubbs from LIFT-Financial. They uncover how AI is transforming the industry today, explore its future potential, and discuss the hurdles of implementation.Links from this episode: https://podcasts.apple.com/us/podcast/the-ai-assisted-organisation-with-implement-ai/id1694738741 https://www.nextwealth.co.uk/events/ai-lab/

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00:44:59

Season 5, Episode 1: AI and its current use in wealth...

NextWealth Insights ·

2024/09/12

In this episode of AI and its current use in wealth management, future potential, and challenges in implementation, hosts Heather and Alasdair sit down with Peter Beardsmore from SS&C to explore the cutting-edge intersection of AI, machine learning, and wealth management. Peter, an expert with direct experience in financial advice and technology, shares SS&C's unique insights into how these innovations are transforming the financial services industry.Links from this

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00:24:08

Season 5: Trailer

NextWealth Insights ·

2024/07/29

In this trailer, Heather and Alasdair highlight the significance of AI, share insights from our AI Lab event, and explain why you should tune into this podcast series.

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00:42:04

Season 4, Episode 11: NextWealth Live - Consolidation...

NextWealth Insights ·

2024/07/12

Episode 11 of Season 4 is the final episode in this series. In this episode, you will hear a panel session from NextWealth Live discussing consolidation and its implications. Caroline Hawkesley, UK Managing Director at Progeny, Dean Proctor, CEO at 7IM, and Jonathan Polin, CEO at Atomos, answer questions from the audience and talk about their business strategies.Stay tuned for Heather and Emma's thoughts on this discussion afterwards.

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01:01:09

Season 4, Episode 10: NextWealth Live - Shape of...

NextWealth Insights ·

2024/07/10

In Episode 10, you hear a panel conversation from NextWealth Live 2024. This panel, titled "The Shape of Future Flows," examines the future of investment flows and the retail market. Richard Romer-Lee chairs this session, with panelists David Moffat, Emma Wall, James Rainbow, and Michaela Collet Jackson.Stay tuned for Heather and Emma's thoughts on this discussion afterwards.

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00:17:39

Season 4, Episode 9: NextWealth Live - Wealth tech...

NextWealth Insights ·

2024/07/08

In Episode 9, Claire Thompson and Stephanie Melian deliver a detailed presentation on their case study, which concentrates on harnessing the power of data. Following this presentation, Heather and Emma share their insights and analysis of the case study.

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46 results

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